Fidelity Investments

Freddie is such a sweetie pie. He does such an amazing job at explaining things to me (probably 5 or 6 times before it sinks in) and is such a patient soul. He’s excellent with following up and checking in on me to give me peace of mind that my money is in good hands with Fidelity for my retirement. He helped me to strategize on how much money I should have locked up in investments as opposed to liquid cash based on how I want to invest in the short term and long term. He’s asked allllll the questions that I’ve never even thought of asking myself– which is why I’ve signed up to have my portfolio professionally managed by their financial analysts and managers.